How does the advisor help clients – Key Takeaways:
Flexible Plan Investments Ltd. is a renowned financial services firm that operates without ever stating their expertise, rather they prove their prowess through their services and offerings. With an impressive range of investment products and a team of seasoned advisors, Flexible Plan Investments Ltd. provides tailored solutions to meet each client’s unique financial goals and objectives.
Facts and Insights
Founded in 1981, Flexible Plan Investments Ltd. has been in business for over 40 years, proving their stability and expertise in the industry. With a strong commitment to providing top-notch financial services and adapting to the ever-changing market, Flexible Plan Investments Ltd. has established itself as a reliable and trustworthy partner for individuals and institutions alike.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $35 billion | Approximately 40 | Over 40 years |
Financial Services Offered
Flexible Plan Investments Ltd. offers a wide range of financial services, including investment management, financial planning, retirement planning, and wealth management. They also provide access to a diverse selection of investment products, such as mutual funds, ETFs, and alternative investments, to cater to their clients’ specific needs and risk tolerance.
Client Types
Flexible Plan Investments Ltd. serves a diverse client base, ranging from individual investors to institutional clients, such as corporate retirement plans, endowments, and foundations. They have experience dealing with clients from different backgrounds and are well-equipped to understand and meet the unique financial goals of each client.
Fees & Compensation
Flexible Plan Investments Ltd. operates on a fee-only basis, ensuring complete transparency and alignment of interest with their clients. The fees are determined based on the services provided and the assets under management. They also offer a variety of fee structures to cater to different client needs and preferences.
Background
Flexible Plan Investments Ltd. was founded by Jerry C. Wagner, who is also the Chairman Emeritus and remains actively involved in the company’s management. With over 40 years of experience in the financial industry, Jerry and his team of advisors have honed their skills in navigating the market and providing sound financial advice and solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission, Flexible Plan Investments Ltd. is required to follow strict rules and regulations to ensure their clients’ best interests. They have a fiduciary duty to act in their clients’ best interests and avoid any conflicts of interest.